Ad is loading...
CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.95
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
CLBFX vs ETNMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETNMX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and ETNMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 227B vs. ETNMX (371M). CLBFX pays higher dividends than ETNMX: CLBFX (2.14) vs ETNMX (1.78). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (43.00). CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.05 vs. CLBFX (4.34). ETNMX (39.99) and CLBFX (38.66) have equivalent 5 years return.
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.68 | 1.02 | 67% |
| Annual Report Gross Expense Ratio | 0.68 | 1.09 | 62% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -1.470 | -2.289 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 2.14 | 1.78 | 121% |
| Returns for 1 year | 4.34 | 5.05 | 86% |
| Returns for 3 years | 16.23 | 11.38 | 143% |
| Returns for 5 years | 38.66 | 39.99 | 97% |
| Returns for 10 years | 61.97 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...